The wider picture
Put the records you keep to work at tax time.
If you use a supported UK tax workflow, MoneyWiz can take your organized financial records further with HMRC tax reporting. Keep income and expenses in context, map the relevant accounts and categories, and prepare for reporting without treating everyday bookkeeping as a separate world.
In everyday life
A year of records. A more useful starting point.
Keep business income and expenses organized as you go. When it is time to review your tax reporting, use the HMRC tools to connect the relevant records to your reporting setup, rather than starting with an unrelated pile of numbers.
From records to reporting
- OrganizeKeep income and expenses in context
- Map & reviewCheck the relevant accounts and categories
- HMRC toolsReview supported UK reporting workflows
Illustrated workflow · Supported UK reporting · Premium required.
Features in detail
What you can do.
- HMRC Making Tax Digital reporting support.
- Premium required.
- Map MoneyWiz accounts and categories to the relevant reporting setup.
- Review quarterly obligations in the HMRC section.
- Designed for supported UK workflows; confirm suitability for your circumstances.
Common questions
Is HMRC tax reporting included in every plan?
HMRC reporting requires Premium. Check the app for the setup and reporting workflows available to you.
Does this cover tax reporting in every country?
No. This feature is for supported HMRC workflows in the United Kingdom. MoneyWiz’s other reports and exports can still help organize records elsewhere.
Does MoneyWiz decide my tax treatment?
No. You remain responsible for checking your records, mappings and submissions. Get qualified advice when you need help deciding the correct treatment.
Your money.
The whole picture.
MoneyWiz for Mac, iPad, iPhone and Apple Watch. Free to download.